About Us
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Marc Spiegel
- Senior Vice President - Investment Officer
About Me
It is Marc’s mission to work to exceed the expectations of every client both in terms of service provided and of performance and have it delivered in both a personal and professional way. His approach to investing is pragmatic and rules based, thus his promise to you is to be consistent and manage risk based upon your individual risk tolerance.
Background and Experience
Marc has 31 years of experience as a Financial Advisor. He has been with Wells Fargo Advisors and its previous firms since 1992 working with both individual and institutional clients. Marc has been recognized as a Wells Fargo Advisors Platinum Council (2011-2023) (previously known as Premier Advisor).
Outside of the Office
Before entering the financial service industry Marc graduated from U.C. Santa Barbara with a degree in Economics. In his spare time, Marc has a passion for reading, collecting rare books, and signed first editions. He also enjoys traveling with his wife and visiting his two sons as often as he can.
CA Insurance License Number: 0A55917. Resident State CA.
It is Marc’s mission to work to exceed the expectations of every client both in terms of service provided and of performance and have it delivered in both a personal and professional way. His approach to investing is pragmatic and rules based, thus his promise to you is to be consistent and manage risk based upon your individual risk tolerance.
Background and Experience
Marc has 31 years of experience as a Financial Advisor. He has been with Wells Fargo Advisors and its previous firms since 1992 working with both individual and institutional clients. Marc has been recognized as a Wells Fargo Advisors Platinum Council (2011-2023) (previously known as Premier Advisor).
Outside of the Office
Before entering the financial service industry Marc graduated from U.C. Santa Barbara with a degree in Economics. In his spare time, Marc has a passion for reading, collecting rare books, and signed first editions. He also enjoys traveling with his wife and visiting his two sons as often as he can.
CA Insurance License Number: 0A55917. Resident State CA.
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Brian Fine
- Senior Vice President - Investment Officer
About Me
Brian is dedicated to helping his clients meet their financial goals. Helping people is part of who he is, whether it is planning for retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, Brian can help. Brian strives for excellence in service both professionally and personally.
Background and Experience
Brian has 30 years of experience as a Financial Advisor. He is now a Senior Vice President - Investment Officer with Wells Fargo Advisors. He has been recognized as a Wells Fargo Advisors Platinum Council (2011-2023) (previously known as Premier Advisor).
Outside of the Office
Before entering the financial service industry, he graduated Summa Cum Laude from University of Massachusetts – Boston with a degree in Economics. In his spare time, Brian enjoys boating, traveling, and golf. Brian lives in Woodland Hills with his wife Linda and their children.
CA Insurance License Number: 0G84486. Resident State CA.
Brian is dedicated to helping his clients meet their financial goals. Helping people is part of who he is, whether it is planning for retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, Brian can help. Brian strives for excellence in service both professionally and personally.
Background and Experience
Brian has 30 years of experience as a Financial Advisor. He is now a Senior Vice President - Investment Officer with Wells Fargo Advisors. He has been recognized as a Wells Fargo Advisors Platinum Council (2011-2023) (previously known as Premier Advisor).
Outside of the Office
Before entering the financial service industry, he graduated Summa Cum Laude from University of Massachusetts – Boston with a degree in Economics. In his spare time, Brian enjoys boating, traveling, and golf. Brian lives in Woodland Hills with his wife Linda and their children.
CA Insurance License Number: 0G84486. Resident State CA.
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Sylvia Palencia
- Senior Client Associate
Sylvia is the touchpoint for all client relations . Her duties includes oversight of our client’s operational and administrative tasks. She always strives for the best possible service when assisting clients. She has 28 years of experience as a Client Associate with Wells Fargo Advisors. She has worked with the Spiegel & Fine Financial Consulting Group of Wells Fargo Advisors for over 25 years. Outside of the office, Sylvia enjoys spending time with her children and grandbabies. You can also find her volunteering for a number of local charities.
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Morgan Sattler
- Client Associate
Morgan is a new addition to the Spiegel & Fine team working alongside Sylvia as our Client Associate. Her diverse background with customer relations as well as a vast knowledge of Wells Fargo procedures makes Morgan a valuable asset to our team. She has worked for the Wells Fargo retail bank for many years before transitioning into the Client Associate role. She is also in the process of becoming licensed and looks forward to fulfilling her passion for helping people in her role. Outside of the office, Morgan enjoys camping and traveling with her family as often as she can.